Beckham Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beckham Financial, LLC is a state‑registered investment adviser established in 2024 that provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients. Services include tailored portfolio management, written investment strategies, and project‑based financial planning and consulting.
The firm customizes advice around client goals, time horizon, and risk tolerance, drawing on asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches, and conducts at least quarterly account reviews. Clients generally engage the firm under asset‑based advisory arrangements for managed accounts or separate fixed‑fee agreements for financial planning, and advisory accounts have a $500,000 minimum.
Distinctive features include the firm’s recent start‑up profile and small scale—managing roughly $6.9 million for about a dozen clients—which may result in more direct engagement with the principal and fewer operational layers than larger peers. The principal holds CFP and CIMA credentials, the firm recommends a Schwab custodial relationship, does not vote client proxies, and maintains limited custody only to the extent of fee deduction authorization.
Client services
Expertise
Fee options
$1,500 to $10,000 per project for financial planning services
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001+: 0.60% annually
Account minimum: $500,000
Main office
Miami FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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